Evolve Private Wealth’s T. Rowe Price TROW Stock Holding History

Evolve Private Wealth’s Portfolio TROW Stock Details TROW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,446	Closed	-$221K	–	1217
2026 Q1	$221K	Sell	2,446 -670	-22%	-$64.9K	0.01%	902
2025 Q4	$319K	Buy	+3,116	New	+$322K	0.02%	701

Other funds holding TROW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Evolve Private Wealth's TROW Position: Q2 2026 in Review

Evolve Private Wealth sold out of T. Rowe Price (TROW) in Q2 2026, closing a stake of 2,446 shares — an estimated $221K sold.

Evolve Private Wealth first reported a position in TROW in Q4 2025 and held it in 2 quarters. The position peaked at $319K in Q4 2025. 1,157 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

Evolve Private Wealth reported no remaining T. Rowe Price position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 2,446 T. Rowe Price shares in Q2 2026, an estimated $221K.
Evolve Private Wealth first reported a position in T. Rowe Price in Q4 2025 and held it in 2 quarters.
Evolve Private Wealth's T. Rowe Price position peaked at $319K in Q4 2025.
1,157 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.